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Get Institutions for : 
Spdr Ssga Ultra Short Term Bond (ULST)  
$40.41 0.01 (0.02%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
 10,679,607  
% of shares held : 
 87.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -556,249  
% of shares held change : 
   -4.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.10  
Last Quarter's Ending Price : 
 $40.38  
Last Quarter's Average Price : 
 $40.25  
Change from last quarter's     
avg. price to the last closing  : 
0.16 (0.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 431,640
 4.04%
 
Increased Positions :
31
 1,729,594
 16.2%
 
Unchanged Positions :
20
 499,914
 4.68%
 
Decreased Positions :
33
-2,299,888
-21.54%
 
Closed Positions :
11
-417,595
-3.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 56 - 2024-03-31 1,688,120 $68,369,000 557,069
   GRADIENT INVESTMENTS LLC 13 - 2023-12-31 1,459,635 $58,940,000 433,260
   LPL FINANCIAL CORP 582 - 2023-12-31 963,291 $38,898,000 -95,591
   Avestar Capital LLC 7 - 2023-12-31 664,855 $26,847,000 484,468
   ROYAL BANK OF CANADA 1011 - 2023-12-31 620,640 $25,061,000 -228,185
   MORGAN STANLEY 2484 - 2023-12-31 602,341 $24,323,000 -365,464
   Bouchey Financial Group Ltd 14 - 2023-12-31 485,354 $19,599,000 103,332
   BIP Wealth LLC 12 - 2023-12-31 381,229 $15,394,000 19,885
   Congress Wealth Management LLC / DE / 128 - 2024-03-31 336,839 $13,642,000 1,608
   ENVESTNET ASSET MANAGEMENT INC 1343 - 2023-12-31 287,088 $11,593,000 -13,347
   RAYMOND JAMES & ASSOCIATES 1039 *New 2023-12-31 276,628 $11,170,000 276,628
   ORBA Wealth Advisors L.L.C. 3 - 2023-12-31 258,067 $10,421,000 0
   Kraft Davis & Associates LLC 14 - 2023-12-31 238,097 $9,651,000 132,021
   WT Wealth Management 6 - 2023-12-31 209,895 $8,476,000 -50,864
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 533 - 2024-03-31 198,271 $8,030,000 -336,743
   David Kennon Inc - 2023-12-31 192,382 $7,768,000 -343,079
   BANK OF AMERICA CORP /DE/ 2622 - 2023-12-31 183,230 $7,399,000 -16,487
   Auour Investments LLC - 2023-12-31 125,089 $5,067,000 370
   JANE STREET GROUP LLC 1807 - 2023-12-31 87,148 $3,519,000 -158,160
   UBS Group AG 2304 - 2023-12-31 86,705 $3,501,000 -12,123
   NAPLES GLOBAL ADVISORS LLC 81 - 2023-12-31 83,559 $3,374,000 -20,575
   Moloney Securities Asset Management LLC 51 - 2023-12-31 77,384 $3,125,000 7,277
   Orion Portfolio Solutions LLC 465 *New 2023-12-31 69,829 $2,823,000 69,829
   Perennial Investment Advisors LLC 49 - 2023-12-31 65,898 $2,661,000 12,360
   ADAR1 Capital Management LLC 25 - 2023-12-31 61,264 $2,474,000 0
   Advisor Group Holdings Inc. 1706 - 2023-12-31 60,658 $2,450,000 -334,266
   Ameliora Wealth Management Ltd. 38 - 2024-03-31 46,844 $1,897,000 -3,140
   Eldridge Investment Advisors Inc. 49 - 2023-12-31 46,303 $1,870,000 10,203
   Financial Advocates Investment Management 219 - 2023-12-31 34,766 $1,404,000 -1,394
   Continuum Advisory LLC 135 - 2023-12-31 33,456 $1,351,000 -462,155
   Levy Wealth Management Group LLC 35 - 2024-03-31 32,782 $1,324,000 0
   Everhart Financial Group Inc. 43 - 2023-12-31 32,590 $1,316,000 406
   AE Wealth Management LLC 1074 - 2023-12-31 30,144 $1,222,000 2,955
   Garrett Investment Advisors LLC 135 - 2024-03-31 29,856 $1,209,000 -3,349
   Arete Wealth Advisors LLC 214 - 2023-12-31 29,785 $1,203,000 192
   FIDUCIARY TRUST CO 309 - 2023-12-31 28,840 $1,165,000 0
   Stratos Wealth Partners LTD. 589 - 2024-03-31 28,445 $1,152,000 4,741
   MML INVESTORS SERVICES LLC 1295 - 2023-12-31 27,058 $1,093,000 7,542
   Private Advisor Group LLC 1077 - 2023-12-31 26,456 $1,068,000 -50,378
   H D Vest Advisory Services 701 - 2023-12-31 25,297 $1,022,000 6,323
   Authentikos Wealth Advisory LLC 25 - 2023-12-31 22,084 $892,000 -2,331
   SALEM INVESTMENT COUNSELORS INC 208 *New 2024-03-31 21,885 $886,000 21,885
   VERUS CAPITAL PARTNERS LLC 121 - 2023-12-31 21,419 $865,000 10,656
   Advisor Resource Council 73 - 2024-03-31 19,994 $807,000 -189,443
   Fortis Group Advisors LLC 55 - 2023-12-31 19,980 $804,000 0
   YCMNET ADVISORS INC 134 - 2023-12-31 18,166 $734,000 -10
   Toroso Investments LLC 785 - 2023-12-31 17,561 $709,000 -47,148
   Gladstone Institutional Advisory LLC 350 - 2023-12-31 17,419 $703,000 -4,714
   Elmwood Wealth Management Inc. 60 - 2023-12-31 16,743 $676,000 -19,665
   Western Wealth Management LLC 348 - 2023-12-31 16,561 $669,000 0
   STIFEL FINANCIAL CORP 2413 *New 2023-12-31 16,123 $651,000 16,123
   Goss Wealth Management LLC 1152 - 2023-12-31 15,514 $626,000 -6,821
   Walkner Condon Financial Advisors LLC - 2023-12-31 14,170 $572,000 0
   HARBOUR INVESTMENTS INC. 505 - 2023-12-31 13,778 $556,000 379
   VALMARK ADVISERS INC 333 *New 2023-12-31 13,327 $538,000 13,327
   CITADEL ADVISORS LLC 3540 - 2023-12-31 13,126 $530,000 13,126
   Redwood Financial Network Corp 67 - 2023-12-31 12,496 $505,000 5,331
   Opal Wealth Advisors LLC 83 - 2024-03-31 11,999 $486,000 -9,050
   SOL CAPITAL MANAGEMENT CO - 2023-12-31 11,700 $472,000 0
   COMERICA BANK 1903 - 2023-12-31 11,241 $454,000 -522
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 208 - 2023-12-31 11,000 $444,000 0
   PVG ASSET MANAGEMENT CORP 9 - 2023-12-31 10,961 $443,000 -26,533
   Gerber Kawasaki Wealth & Investment Management 175 - 2023-12-31 10,609 $428,000 -1,737
   COMMONWEALTH EQUITY SERVICES LLC. 2808 - 2023-12-31 10,522 $425,000 -1,876
   Newbridge Financial Services Group Inc. 109 - 2023-12-31 10,412 $420,000 3,737
   Paradigm Financial Partners LLC 154 - 2023-12-31 10,257 $414,000 1,269
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 57 - 2024-03-31 10,029 $406,000 82
   CATALYST PRIVATE WEALTH LLC 59 - 2024-03-31 10,000 $405,000 0
   PFG Advisors 419 *New 2023-12-31 9,513 $384,000 9,513
   Trilogy Capital Inc. 229 - 2024-03-31 9,180 $372,000 2,000
   Cape Investment Advisory Inc. 92 - 2023-12-31 8,644 $349,000 70
   Bridgeworth LLC - 2023-12-31 8,245 $333,000 0
   CENTAURUS FINANCIAL INC. 464 *New 2023-12-31 7,900 $319,000 7,900
   BANK OF NEW YORK MELLON CORP 3670 - 2023-12-31 7,804 $315,000 -249
   FINANCIAL ARCHITECTS INC 262 - 2023-06-30 7,394 $298,000 -3,378
   CAPTRUST FINANCIAL ADVISORS 2142 - 2023-12-31 6,950 $281,000 -100
   HIGHTOWER ADVISORS, LLC 2710 - 2023-12-31 6,804 $274,000 -590
   Winch Advisory Services LLC 72 - 2023-12-31 6,762 $273,000 8
   BANCORPSOUTH BANK 286 - 2023-12-31 6,605 $267,000 0
   TWO SIGMA SECURITIES LLC 726 *New 2023-12-31 6,195 $250,000 6,195
   Worth Asset Management LLC 99 - 2024-03-31 5,931 $240,000 0
   OLD MISSION CAPITAL LLC 793 *New 2023-12-31 5,761 $233,000 5,761
   Equitable Holdings Inc. 1028 *New 2023-12-31 5,476 $221,000 5,476
   FINANCIAL NETWORK 2457 *New 2023-12-31 5,408 $218,000 5,408
   Second Line Capital LLC 93 - 2023-12-31 5,267 $213,000 0
   PNC FINANCIAL SERVICES GROUP INC 2107 - 2023-12-31 5,215 $211,000 0
   ANGELES WEALTH MANAGEMENT LLC 193 - 2023-12-31 5,000 $202,000 0
   Steward Partners Investment Advisory LLC 1373 - 2023-12-31 4,949 $200,000 4,475
   Aptus Capital Advisors LLC 559 - 2023-12-31 4,680 $189,000 -133
   ICA Group Wealth Management LLC 320 *New 2023-12-31 3,168 $128,000 3,168
   WELLS FARGO & CO/MN 4286 - 2023-12-31 2,460 $99,000 2,460
   Sargent Bickham Lagudis LLC 343 - 2022-12-31 2,244 $90,000 0
   TD CAPITAL MANAGEMENT LLC 148 *New 2023-12-31 2,186 $88,000 2,186
   PRIVATE TRUST CO NA - 2023-12-31 1,840 $74,000 -13,247
   Northwest Capital Management Inc 212 - 2024-03-31 1,478 $60,000 0
   Tidemark LLC 238 - 2023-12-31 1,086 $44,000 0
   BDO Wealth Advisors LLC 480 - 2023-06-30 908 $37,000 9
   Geneos Wealth Management Inc. - 2023-12-31 795 $32,000 0
   Penserra Capital Management LLC 1087 - 2023-12-31 183 $7,000 0
   J P MORGAN CHASE & CO 5179 *New 2023-12-31 145 $6,000 145
  100 Records found
  1    
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